AI for the questions people bring to professionals
From question to work you can trust.
WithDave is one AI system for tax, legal, money, insurance, and business. Individuals use it to understand and prepare. Professional firms use the same system to draft, review, and deliver under their own brand.
- ✓ Sources cited
- ✓ Time-sensitive figures checked against primary sources
- ✓ Uncertainty surfaced
Mom passed away in March. If we sell her house, will we owe tax?
Dave · Tax: For federal income-tax purposes, inherited property generally receives a new basis equal to its fair market value at death. That can limit taxable gain to appreciation after March — but the result depends on the valuation, sale price, expenses, ownership, and state law.
✓ IRC §1014. ✓ IRS Pub. 551. Rule well-supported · additional facts needed
→ Build my sale checklist. → Prepare questions for the attorney. → Summarize for my CPA
Illustrative example — not a real client or reviewer
One system. Two ways to work.
For individuals
Ask. Understand. Prepare.
Five specialist AI advisors — one quiet place to ask.Start with the question you actually have. WithDave routes it to the right AI advisor, shows the sources behind the answer, and helps you turn it into research, a document, or the questions to bring to your professional.
For professional firms
Draft. Review. Deliver.
Give every client access to AI under your firm's brand — grounded in your firm knowledge and controlled by your professionals. AI drafts. Your team reviews. Nothing reaches a client without approval.
Trust isn't a disclaimer. It's architecture.
Current facts
The figures that change with the calendar are checked against primary sources and updated on a schedule.
Sources & confidence
Answers identify their authority, state what's well-supported, and surface what's uncertain or missing.
Tested through the product
Model and prompt changes are regression-tested against adversarial questions before they reach you.
Professional control
In firm workflows, AI drafts — and qualified people decide what gets delivered.
Time-sensitive figures trackedAdversarial test suiteRelease checksPublic methodology
Everything after the answer.
Illustrative workflows — recreated from real product surfaces.
Both experiences run on the same platform: purpose-built routing, primary sources, document workflows, and controlled firm knowledge.
The diagnosis comes first
Not sure where AI belongs? Start with the Check-Up.
The free Business Check-Up uses your website and your answers to assess your customer journey, operations, pricing, risks, and opportunities for AI — and returns a prioritized roadmap, including at least one place where AI is not the answer.
Your three next moves
Fix now — The contradiction costing you opportunities
Quick win — Days of work, visible payoff
Strategic bet — The move that changes the trajectory
Ask your question — or launch your first reviewed workflow.
Private preview · Access by invitation